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Solutions by desk.
Agents that prepare the work on each desk, with your people deciding.
Lending
A loan file passes through many hands: intake, statement analysis, the appraisal note, pricing, policy checks, legal and valuation reports, the sanction letter, security and disbursal.
22 agentsWealth and treasury
Advisers and relationship managers prepare for every client conversation by hand: research, portfolio analysis, cash forecasts, proposals and packs.
26 agentsCompliance
New circulars arrive faster than anyone can map them to policies and controls, and returns are rebuilt from extracts every period.
7 agentsFraud and disputes
Every fraud claim, dispute and alert runs against a clock set by the rules and the card networks.
9 agentsKYC and onboarding
Every new customer starts with a KYC file: the right identity route, the documents for the customer type, the owners behind a business, a risk tier, and registry uploads with their own clocks.
11 agentsTrade and payments
Trade cases arrive as bundles of documents, and every presentation is checked line by line against the credit and the ICC rules.
12 agentsService
Staff look up product rules across many documents while the customer waits, then write the call notes afterwards.
7 agentsCollections
Collections teams juggle buckets, channels, scripts, hardship cases and recovery files, and every contact with a borrower is a conduct risk.
5 agentsLegal and bids
Custody, fund-services, vendor and outsourcing contracts arrive on the other side’s paper, and every clause has to be read against the bank’s playbook.
5 agents
See it in 30 minutes.
A walkthrough with the people who built it, on the desk or journey you choose.
Or write to demo@tuvel.co.